In this unique and exciting research piece we explore a specific thematic trend: Video Gaming and eSports adoption. A first in a series for the year ahead we take a look at the size of the market, and what will…
Many people around the world have multi-asset class portfolios. We think too many investors fail to ask the right questions to understand design, exposures, risks and fees. In this document we ask some of these questions and answer them too.
The Fed’s support for corporate credit has slowed drastically, but can they really afford to step back now that the market has rallied?
A “V” Shaped recovery? A “U” Shape? We all hope that markets do not follow a “W” or “L”, but a “K” might be the most appropriate. In “Shapes” – Mapping the Recovery, we explore the various trajectories that the…
The publication discusses how investors view and respond to their foreign currency risk and its importance as part of the investing process.
The purpose of the forthcoming data and charts is to give some context to the current drawdown in markets and subsequent recovery we have.
Given the sharp movements in markets this week we thought we would take this opportunity to provide a short summary of the current state of markets and an updated commentary on Coronavirus (COVID-19) itself – attached above. We hope it…
Markets, Multiples, Monetary Policy & Momentum Some of our thinking for a complex 2020 In this piece we touch on many topics and share some of the things we like, some of the things on our radar and a brief…
We have prepared a brief market update with a specific focus on the current market impact of the Coronavirus outbreak – something that we continue to watch closely.
